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And well, going to broken silicon, a gaming hardware pocket. I am, am your host, tom. And today I am joined .
by my cohoes.
dan. How you do in dan?
Pretty good, I think. How are you doing?
Well, today was one of those days that just became reminds me of why I am happy I moved to nash feels like beautiful fall leaves and seventy nine and Sunny yeah just wearing in A T shirt walking around and it's still fall with the dog the dog park um I don't know. I looked this like fifty degrees where you are a minnesota right now .
yeah that ish I guess instead IT.
which isn't terrible. But you know it's I I, I appreciate I appreciate the back that winter that fall here is warmer and last until almost january. Then winter is two years and goes away.
yeah. I mean, the other fun thing that we're going through now as we have the fall back, which we complain about every year on this podcast.
is if we do, I forgot that was even via thing. My girlfriend told me I was like, oh yeah, we get an extra hour of sleep and I was like.
IT gets dark an hour earlier. And yet I started .
finishing up the script today at five pm. Know, this is on sunday for everyone listening recording. I went, oh, yes. So then I was just started five. Great love that.
Love how we keep doing that every year. And I don't know every time that happens, i'm going to complain about yeah and i'm never gona stuff alright though .
let's get right into the corrections coax residents says i'm broken silicon to ty. You describe the horizon zero on remastered only, having updated graphics and new NPC. The primary difference, though, a lot of people think, is that they originally use generated ahead in the movements during conversations, which often came out incredibly weird.
And the remsen has done over ten hours of motion capture to replace them. Yeah, I so sure it's it's more of a raasay. I mean, I guess look as yeah, I guess there's new NPC update a graphics and they did motion capture. I guess that's enough that it's more than just a slight improvement, I guess.
But I still think the major point that I made holds, which is when people ask, why are they doing remasters and doing these things so quickly? I think this is sony's way of stem Price drops, like trying to get to a morning ten to model where things hold their value over time, which is harder to do with games, with realistic graphics, which most of sonic games are because I you can look IT up. There's P, S.
one. There's articles of the PS one graduates. And on the magazine cover, IT says almost photo and IT does look very good for A P, S, one game, kind of looks like P.
S. two. And or even Better in some ways, IT certainly did not look photo realistic to me, that on that picture there just blown away. A car really look like a car and not like a cardboard box. For cardboard boxes is stack together and .
you feel like racing games that tend to be like a gena head of every other game when IT comes to graph ics though. So that makes sense, but I guess that's a good point. I may idea. Remember with horizon zero down, when I initially came out, that was one of the things people talked about all the time .
was I was because this is a blind spot for me. I don't I don't remember this like .
I remember being a big thing and reviews is talking about at that. Like when you're talking to n pcs, some of their movements look really weird and robotic. So I guess they are getting rid of that criticism like what they had in the game.
Yeah, I don't know. I imagine for its time, IT was fine. I just hasn't aged like the last of us. Graphics are something right and that's this is for but and I can just finished with my point, like the intendo model, if we don't want a low Prices, so any will they're not insane.
But I think what they want is the game comes out for seventy next time, maybe eighty, who knows? And then over time will become sixteen and twenty and twenty. And then eventually it's like they want, look, the game to six years old that you want to for ten box and they go.
Now we're going to keep remastering the last of us one so that we can sell up for thirty like it's gna cost us the forth of the cost of the development of a game. But now we can keep selling IT forever at three times surprise. So I think that's the model and that would explain why they would put that effort in so soon because they wanted to age well now. And I don't think we should be surprised if there's like some little update.
They do and they delete the old version and they're like, right, still thirty dollars or a few of the original is still just tend dollars to get whatever P S five P S six update theyve recently done um although no in SONY, what do you think dam do you think there's a chance? I just realizing this like A P S five game, what will be a good example? Let's say demon souls comes to p six and they just do a remastered of IT ten dollars.
Do you think they might like go, okay. But if you have horizon zero done from P S four, it's ten dollars or it's ten dollars we have from P S five updated to P S six. But if it's some P S worth twenty and just every job they add ten box to IT because now that I say that at last say that .
when surprised me though now I guess I wouldn't for me either there like SONY seems to be into that right now. I kind of hope they stop being into IT, but that's just what they're up to. And I don't think they have all that much competition to make them worried about IT like that. I mean, I don't know that they all seem to be these platforms didn't to be less and less directly competing with each .
other like there are indirectly and there is more than but no one .
is like this anymore, like three GPS .
three anymore no um yeah just a lot of markets which on the one hand, you we want more competition that's direct dollar Prices and really innovation as I think something people are missing here. Mean you can't tell me play station, we have more games on place station five of a good competition ah ah the time of the Price or that thing really um that concerns me far more.
But you know then on the other thing, you go, yeah but from a business perspective, like why but even for your car company, when you want to focus this segment of cars the most, you're not always directly trying to compete with. You can kind of see a lot of companies kind of going into their own directions a little bit because and honestly, just make sense yeah um alright, let us move on to something that does not make sense with story number one area releases to horrific reviews, right? So first i'll call from harder room box, then move on to some editorializing, right? This is conclusion.
So there we have IT. This review has had a chaotic mix of results that often don't seem to have make much sense clearly until has a significant number of issues to resolve with air lake. And we didn't expect them to floor sly, execute on a new platform and CPU architectural release.
We had hope for a much more police project product than this. As IT stands, gaming performance is inconsistent, to say the least. Overall, this is very disappointing for the next generation flex tua product.
If l can't make significant improvements, erik could end up being a poor choice for gaming. And indeed, the results are him, and they are not looking good for intel. Intel R X C P S bion large, losing gamme to rise in seven thousand and nine thousand, and even to thirteen th.
Gene rater lake, at best we see parity with the usual gaming CPU though the I five, for example, or sorry, alter five being especially bad IT even lose to then three and gaming. And occasionally I game with three member. It's got lowered than the old gene.
So the alter five is, I mean, it's just not competitive with any recent generation and gaming, really. Meanwhile, productivity seems to be a haven for at least the ultra nine. However, those results are impacted by early bean, greater benchMarks, less great in real lapse, indeed some averages still pounds and five faster on average, and application performance compared to airlink.
And therefore, amb, sixteen core and five C P, S are still being seen as to go to for a lightweight stations. And most troubling though, airily launch with massive instability issues after having tons of instability issues with rapture like that, lost trust and consumers. Confusion on A P.
O. Being honor off by def t was also a problem. There are crashes with the integrated GPU, uh, which I guess if you have to disable that for IT to boot in windows sometimes.
Now he just came and easy, a great graphics and ani cheese software flagged airlex security features as cheats in boot of people from all my games. But finally, we do have to close this by asking the question, why did intel launch area like now IT doesn't improve their competitive position. IT doesn't improve their margins.
It's treaty, water and performance and IT costs. I mean, far more to manufactures well have been need to be sold than let for a lesson. What wrap like wasn't IT came out probably so we can help but know that meteor lake seems like botox.
Er and g in what does that mean? Arlac seems like piledriver not is in one moment. Then of course, I talk a city about this for like an hour, but here is your chance to. And what do you think at your leg?
I somehow like seeing this as the first story. I forgot this was still was in our news cycle.
I know like a couple days after recorded the .
last episode yeah and I think if I remembering correctly, ly, when I talk about IT speaking with the slightest bit of optimism, maybe I I can't remember anymore, but yeah, that's all gone. I obviously think some of the issues are related to windows. So I think it's going to a get Better over time, but Better than this is still pretty by adam. I don't know that looks like this thing is two or even three generations behind in a lot of context and well.
the only one who decided to call fourteen s ten generation .
so IT is yeah and they decided to try to punch up their numbers by showing off. Synthetic benchmark sweats obviously don't always translate to real world performance, and that seems to be true in spades. With area lake. I remember like talking to you the day area lake came out. I think.
What I said in like this isn't like some form of protest by me, but I almost don't want to talk about and tell anymore because I I just don't really know what there is to say um they can't execute on anything like I just I don't know what there is to even discuss anymore when IT comes to behind the same and stuff leaks, rumors all of that like I just don't know what there is to say about them anymore. They if they make a good product that launches and that actually does what they say, it's going to do great. Maybe in two or three generations though, have enough goodwill for me to like even have any assume anything they say is credible. But at this point, intel is just a nothing company like they they can't execute on anything.
Yeah I mean, if anyone's wondering, I believe what was that? Was that on the dash? Maybe I don't remember if I was me talking to you or if I set IT on a podcast, but the day area late came out um I was told by one of my retail sources that like by the waste, the volume isn't there and no one's gonna a notice because no one wants to buy IT.
Like they said, there are some locations at this major retail. They didn't get anything but like two ultra five or an ultra seven, some locations at one or to nine and they said then they new that they knew some people old locations because know this person talks around the people across locations to the country and said that like no one knew anyone. They bought one though like one person said, they bought like I think the ultra seven and no motherboard like that's IT that's all they could report in.
And did you see the report that came out that I think that was probably with of the german one IT is manufactory I think said, yeah, they couldn't report a single sale like this. Is the micros of europe or one of the micros tres to be up? Not one sale one?
Well, this reminds, I thought that's a silver. I saw some redit post of a person that was excited about the god I believe in the ultra five.
The two sixty five IT .
was salaria little the literally every comment was just like, why did you buy yeah .
and that .
turns out the person is into over clocking RAM and that's the only thing that he wanted to do with yeah yeah I mean.
look, that's the thing you can do and but I don't know how much that really helps performance compare to previous generations. I can make these and difference of some of them yeah .
this person was literally just like I do this to drag Grace and it's like, yes, that's what you're like doing I guess go .
for yeah um but I don't know I don't really know what much else to say. I mean, you know obviously this didn't quite make IT into the cycle, the new cycle that mean you were talking on before and I talked about the initial reviews a lot with teck city and the and after that, I guess the only thing to add is more data has come in. IT really doesn't seem to be selling absolutely well at all intel's reported earnings.
They were disastrous. It's and at something I I posit that like I think as we're thinking about is I mean is is this going to is into going to be able to beat rapture late performance until twenty twenty six? IT really feel s like a botox or the driver piled driver situation to me.
I I mean, yeah, I have no expectation that they're gonna like seriously beat rapper like any time soon or I mean who knows maybe they could with a panther lake, although I don't remember what that is shaping up.
Yeah, I leaked that at least what i'm recently hearing is single digit ipc increases. I don't know about the clock beds yet and then Better efficiency but you know that might be OK on laptop but on desktop there as of now, i'm told still using the same media lake s IO tile well just platform multiple tiles um and that means that all of the inherent lencs issues with airline will still be there.
A panther like that's like when i'm told panther lake is you know ten percent Better, twenty percent less power is is going to be five percent Better, ten percent less power on the test set version. I think I guess maybe at that point, it's still probably lose this. And five now retired five, which would have been out forever on a cheaper node with a cheaper layout. I already saw the ninety nine hundred x going for like three sixty on like. So amy is making up for their ridiculously blunder ing launch by just yeah that that looks and five almost already as cheap as what then four was a few months ago I mean so I don't know how they compete with that.
Well ah AMD lacked out by they blundered and until met them with a all my beer ah in tel just as if this is a game of chesty the AMD accidentally lost the night of looked over the board because they thought they lost after that for it's .
not bad analogy, just son wing not anti competitive rice and says how accurate is IT to say that erik is two nodes newer than after, like when IT also IT comes from a prior generation of venta where the process technologies craft to support the CPU itself. This time IT isn't also area is still disappointing.
But how do you come for how many nodes having the manufacturing process in silicon I so tightly connected count for? Well, I mean, look ten to six anomie, that's a jump. Six to four, four to three. So that's four no jumps arguably now until ten enemy or was rebranded as seven animals.
So I don't know, maybe we could count as eight, namely, you know, but i'd still suggest that seems like at least two and a half no jobs s even if and then if you account the fact that some of the tiles obviously use older nodes than tmc, three animators with the computer tile uses, yeah, so is AMD AMD uses six nana me for their IO die. So I don't think you can make the argument that because intel l is using some of the cheaper cell on for other parts, so is A M D. And from that perspective, i'd look I think that you should at least countless is two node jumps.
Don't you do I mean, ah that's fair and yeah that like that entirely speaks like that could be where any meager gains they had to could just be the silicon or the node yeah and I mean.
put of this within aimed got a five to twenty percent performance up lift I mean some apps fifty percent you know how would like half A O jump? They didn't even change the IO die until three reno jumps, arguably regression I mean, this is a disaster .
yeah and a complete .
this is be worse than bold .
dozer yeah a completely new architecture like just completely throwing their old stuff out of out IT seems like, I mean, I guess they did a good job and that IT doesn't use four hundred what's anymore. But I really don't know if that's really speaks to any of the huge efficiency game they achieved rather than IT, is they're just not over clock this like crazy anymore? Well, exactly.
So that's funny. That's something brian brought up on the last episode. He goes, you know, they claim they have Better efficiency, but from what I can tell, their architecture just didn't clock as fast as they wanted to do. And they were like, oh, okay, so we're going to say that is Better efficiency.
Which makes me wonder, like.
did they actually, were they forced to do IT? Yeah.
like if they could have gotten this bad boy to six point three. Digger, her is what we have, a two eighty five k yes.
I think we would. You know, I think we would. And even then IT, I don't know if I would have across the world being reality. Like, I think, I mean, if I was clock ten per and faster IT probably would have been like I hair Better and still, wouldn't I know that really be a Better situation if I would be still using four hundred watts to do so? I don't know.
I mean, I guess I prefer this over that the hypothetical but both are bad yeah I don't really both of them would result in me say don't ever buy this for anything .
um A I fish A I regula rights in and says looking ahead to laptop with as bad as eric looks on this top, our OEM really going to try to sell this even with black world. There is a rumor that came out that a lot of upcoming blackboard laptops are pared with four team like so I don't know maybe I I think I reached an O I don't think i've gotten response.
I um but like maybe i'll have more feedback for you guys next week or the next time dance under something and i'll say, yeah no, i'm are rejecting this. I mean, they hated mediaite. I can't imagine this is getting them all jacked up.
I mean, at least that has more than eight threads this time around. So i'm sure it'll get some degree of via.
It'll be a bigger deal to for a laptop. I mean, its integrated graphics are like double as good, you know compared to what wrap they had, which means you know maybe slightly Better than media lake, but I think probably slightly Better than media. I forgot IT was I think was a slight tick on the alchemist, plus architecture, media licks.
What I told us in IT saw battle makes like luder lic as and IT is a lot more efficient, I think at the power bans is out, you know, for the most part. So IT, it'll probably they'll probably be Better in laptop s than on test stop. But I don't it's still also very expensive. I don't know. Its competitions never been harsher with call com in the race now and strict just walk away with IT.
Yeah, I know. I mean, I think the story is usually a little bit Better looking in laptop like when it's so truly disastrous launch than this top. So yeah, I mean, I bet you'll find some of IT, but I don't know why you would want to get this server zone product.
My suspicion is that OEM just have all of this still audit lake, raft lake, which they rebrand order lake is fourteen f ten, all the times still like oversupply and it's ready it's here, it's it's ready to go and that they're going to launch first black laptops, probably a lot of them with that. But then that's because they're waiting to a quarter to refresher something with fire age.
Like if you're doing a high end gaming laptop, you want fire range that the ten, five basically dust up in the laptop. People, you know you have one of those in a mother point actually where you are right now, if all those many forms boards. You're going to be much more much you a much Better laptop.
If you use that, then you use arrow like ice is yeah and it's probably to be a lot cheaper too. So I would suggest that maybe this rumor was seen to of like black, I will be paired with rapture. Like is, yeah, well, rapture likes literally in a warehouse now the way to get rid of IT.
And then once they do that, that's when they shift is. And five, that be my guess. I don't know.
yeah. I mean, I think that would be a lot preferable oios for our oceans than then using airlie like it's I .
have to say no dmc pain rights and says, howdy, so we saw that with the launch of order like that until had issues with anti cheek and program compatible. Now you're suggested we're seen similar issues in gaming and of the area lake is there are more historical president that I missing for a CPU architecture ptake to cause this.
What does this pattern exec for intel gaming windows and soft support more broadly? Um well, all the lake was a really big shift on windows. So I think and I don't remember IT being a huge issue for a long like I believe they passed that quickly, right? And for the most part, order like was stable whereas lake IT just sounds like comments something works like like I think window and game is the next is maybe so.
And then also I know um kit guru leona kitt gu in an excelling video outline. And you just basic disabled the igp u to get their late to work, to be honest. Like that's far worse than what we saw with alder lake.
And because we've already had to deal with big little, I don't think you give them out this time. IT doesn't make sense to me. I don't think IT is just big little.
It's probably something I don't know something else trigger ing anti cheat. And the fact that after having a ton of experience launching basically the same overall architecture, the media late platform know if you removed the CPU course space of the same. And that worked the lunar lake worked as far as we're to talk, for the most part, they've already had experience making big little work.
My answer is why is this so problematic? Like the stability and the antiquated issue says they're running on films. I don't think they're the person notice about the software .
anymore yeah because there really isn't to go hearing reason why coherent reason why. I mean, media should have been the test run for this. I don't yeah that makes no sense.
Yeah I I know the anti cheats software is also over excited sometimes, so i'm sure that as you'll get fixed. But yeah, this intel really just can't get IT together. I don't know and I think .
they've laid off people. The people, they are happy they took their snacks away are not happy they took their snacks away. And I think some of these teams are running on films. That's what I think Carry.
No, who got a rights? And he says intel takes an error to the knee, but will they even notice? Does that media like was cancelled? But airlie doesn't seem that vibes a product either.
I think that needs a twenty percent Price, got a lot of bug fixes to become viable at all. We're intel forced to manufacturer to use up their way for supply agreement from T S. M.
C. You think I think intel leads a new CEO who is willing to aggressively reform the company from top to bottom. See many excEllent tech companies fail over the years.
I don't want see intel join them, but that just seems like that is where they are heading. Um I think they thought I was gonna be a lot Better than this. I know we've said several times within.
I I think they did. They thought this was going to be Better. I think things started to sour a few months ago when I started getting the canaries, the coal mine reports of like they started going well. Um but I do think there is something to they just had use of these way first because they signed as a big way for agreement with the smc for n three b not even like to fix three animator that tells me that patches walked with the giant checkbook again. Like what was that like three years ago these reports came out. They were going to the smc and they said we're never gonna and this is right when until I was coming off of those ten nanometer capacity issues and they're like we're never going to capable issues again and we're not going to let AMD beat us in no technology again. So whatever IT is, whatever whatever the note is, even if it's not perfect, give us the best when you can promise us will be ready now and now they have to use IT that that is honestly what I think although I do here that look, they cancel the twenty eight node um i'm told that the twenty a versions of a lake performed worse the tmc and three b so IT wouldn't have been Better to be on their own except that maybe costs and capacity issues would be less for list of an issue.
Yeah I mean, I don't know. I I definitely agree that with the Carriers point that they probably need a new C O. Like pat does not seem to be working out.
Yeah, i've seen a few article said to me too, by Carrying Carry on the live seem to be coming out on that one. So well, I guess we see all that develops. But there are people until saying that too.
All right, well, let us move on to a launch that is less problem tic with story number two, aee launches the rise in seven ninety eight hundred x 3d last week aimed revealed the long anticipated redeemer of ten five percent, the rise in seven ninety eight hundred extra day. And all honesty, not that much was surprising about the reveal as we knew the extra I was coming for weeks now to delete out of the channel and elsewhere. But these aspects have now has been confirmed.
We cannot officially one hundred percent say the one hundred extra of eight course, sixteen threads, five point two giga hers boost clocks, four point seven gager hoods, base clock, one hundred and four big bites of cash, one twenty tdp, and well, apparently of four hundred seventy nine dollar emr p and the only surprises are that amy believes they can defect. Or ninety nine hundred X O D were substantially more than the twelve core ninety nine hundred x which again, and micros chicken for recording is currently three hundred and sixty dollars. So there I know the m srp hasn't changed.
AMD pretends they never changed, but you got to know, I can think that was like three hundred eighty two dollars or something. AMD is just openly saying we're going to charge more for an eight core with v cash than we do for a twelve core. Although and I want to be so sure this won't work out though because I think this is going to be the premium gaming ship everyone wants to buy.
Oh, and the other surprises that v cash is now on the bottom, which apparently in interviews aimed confirmed they wanted to put the v cash on the bottom since then three, but they didn't really feel they have the money to put in the work to move things around and flip over the design. But that is one of the reasons they can clock IT so high now is because those actually is an insulator over the time of the die, is IT interfaced with the heat sinks. So yeah, that they've been going to do IT for wow.
Now they can do IT the money to do IT in at work. IT seems to yield much higher performance. But anyways, what how much I performance well, amy claims at eight percent improvement over the seventy thousand, one hundred and thirty or twenty percent over the ultra and two eighty five k but additionally, again, this has been recorded before official reviews.
I live, but I ever do review your data from a few friends of the channel. So I just want to tell you what i've already and what is. Drop this a little early before the reviews come out so we can be part of the discussion.
In ten A D, P, the ninety eight hundred extra is five to ten percent faster than the seventy eight hundred three day, and twelve, eighteen percent faster in the alter, nine to eighty five k. Now remember what? I have access to a couple reviews here, not all of them.
So I can't tell you what overall conclusions will be. Are to guess, most reviews are going to say it's the best. It's a little more expensive, but IT delivers not quite as much as we were maybe hoping. But but in other games, it's crazy faster.
Like I think I saw up just the same ones like our ams, at least time mean some insane was a cyber on to my for how I was like I think like fifty percent ter in some parts the again the the twenty five day or something so yeah, I mean, look, amy claimed eight percent and twenty percent. I'm seeing like five fish to ten percent and twelve eighteen percent, but that's just the reviews i've seen when surprising if one review founded a blood amb these numbers. Also, i've noted that if you really turn down, settle or resolutions, again, this is what matters.
I did. You Better work ten to p ultra. Medium or high the lead goes higher than what i'm telling you i've saying uh and in four there is a big difference um in multiple reviews I saw but I will say this I think that's just as letting um because the arch forty nine years clearly bottle necking this CPU in even ten A D P to an extent or to more of a bottle back in a lot of games.
And and there are some games that where you actually need the extra performance, where IT way over performs, that's the games you wanted to buy IT for in fact, even noted. Open these up here. I have dare with them on screen.
As example, i've been said, I going to share who's talk to me. But what I can do is show you an example of what I mean from at seventy eight hundred extra review. If you looked at seventy eight hundred extra review.
So this part here is from tech power up. I believe I noted here that this thing is like almost double the performance of the fifty nine hundred x think this seems like sixty seventy percent faster. The go to the average for the review IT was like forty percent faster.
That's because there's a lot of games. We're just every CPU is getting two hundred frames per second and and everyone hear from was I said, of course competition oni promise that they're wrong. Uh where the seventy hundred x three day is what is is fifty percent faster than the seventy six hundred x then three even on the chart, it's probably half the framework.
So I think when the fifty ninety comes out, we're going to find this is. Closer Better than ams numbers. I think it's were three membership that the seventy one hundred x thirty amb said at twenty thirty percent faster.
Initial reviewers like ten fifteen percent. But over time, as games got harder to run, IT did age thirty percent faster. And so I think that's going to happen again.
And roundin at all up three o and is launcher ship that is not a budget king by any means, compared to the two hundred dollars, seven hundred and thirty or one hundred dollar older like I five, which I think is probably the best budget trip right now, or even are uv eight ninety seven hundred x that costs two hundred dollars less incomes with thirty two gig bys. And my critter, so you are not getting like you're not getting this to be a budget hero, but IT is the gaming performance king. IT is the most efficient CPU on the market and it's probably going to be the best gaming cp you can buy until way sex.
I mean, I think the four hundred eighty dollar Price point is so four hundred seventy nine dollar Price point is just then setting the Price of what the seventy eight hundred x three day is selling for right now.
Yeah, I I have a picture, have draw, put up a on ebay. The twenty one hundred thirteen is seen for over four sixty .
last I ject yeah I I knew I an on amazon, which amazon has the listed as our number one overall pick is for that there are both have a Price at four eighty.
So they like this is the Price that is on the street from the previous chen.
So if you people think they are four eighty is A A asking too much. Well, that's what people are currently buying seventy eight hundred x three days four. So I think that will maybe depress the Price of the seventy eight hundred eight to an extent but I don't see any reason to think why the ninety eight hundred nineteen wouldn't sell four eighty.
Now i'm not even saying that's necessarily like smart, like good pricing. Comparing IT to the other CPU you can get. But people want people want IT more and are willing to pay more for there are seventy eight hundred xd than they're willing to pay for most of the seven five line up right now. So I mean that that's I think why they are doing IT that way. And yeah, this is just, oh, it's eight percent Better than a seventy eight hundred and cool, the people definitely .
buy at that Price. And L, I ve been focused. It's substantially faster because all core boost is wildly hire the previous walk, right? yeah. And you can over clock IT. I don't know that is where we will just have to wait for like five, ten, twenty, thirty reviews.
Crips people are getting an overlooked but from what i'm hearing, IT seems pretty easy to get IT to five point four giga hurts um if you push IT. So I mean, no, you're looking at an all core over all our clocks like twenty percent faster than send four. Add a little bit of our ipc and you can see why this would a higher core boost in the ninety nine hundred x. You can see why a lot of people might religious this one because now IT doesn't have any weaknesses on like last time yeah I mean.
the I was hoping slightly higher numbers for the gaming performance of what I got. But at the end of the day, it's still so much faster than it's competition is a real competitor is the seventy eight hundred x thirty. And I don't know depending on how far the Price falls for that. Maybe I would recommend that over .
this one if you're doing is gaming. But honestly, even if I was like four hundred versus five hundred dollars, so twenty percent oil. Lets just say on the street, the difference between them it's multi threats is like twenty percent or more faster and in like A V X fast might be like fifty percent or more faster. So it's like I would almost consider getting IT is by next work station PC because the hall, the all core boost is so high, the multitasking efficiency is like the the game. You get a multitasking from how well smt works right now. We send five is so crazy with was I think it's a dual front end or whatever for the course, like almost acting like two cores like I know someone's going to get mad at me that I said I know is that actually almost acting course come down? I don't I almost wonder if like IT is fine for work station is for a lot of people anyways.
I mean, IT probable .
differentiating factor really with that .
in the previous gin. Yeah and people act like when discussing the reviews. Like eight core is like a slide. I mean.
it's it's not they say the same, your dad is eight core um but yeah, so what else was I gna say about this?
I think I don't I know yeah don't really know what much else there is to say um oh, I also want to point this out to something I thought before, but I just want to hide like like i've been calling on this since century like I think the eight core with the cash should cost the same as the twelve go without IT like you have real weakness nesses here um especially of a boost higher too I like in with the twelve corn a lot of apps compared to an a coin that you had vcs I really think there are really the same tear, just once Better at some things but anyone who would say, well, that almost makes the twelve core useless. This is a part of me that this agrees with you. I don't know who has the money for a twelve core, who can cut a sixteen core unless it's like weight aper.
But I think we need to consider the economics of this twelve. From what i've read, they tend to give you like a golden sample yield for one of the eight course or one of the six course in the dual c city models and ninety nine hundred and fifty x but then they give you A A pretty bad one. They tend to get with other worse yields for the secondary one because that is a matter like if you need high single threatened in boost in the one that all the golden sample sec city is going to handle that for you.
So I don't know this is surely bad yids, but certain ly not as good as probably in ninety seven hundred x is going in that second eight core yield for nine nine fifty x. So from that perspective, all right, so hypothetically, lets say the second six core cc city for the ninety nine hundred x could be used for either and ninety six hundred and non x eventually or that ninety six hundred nine x is going to sell for what two hundred dollars or we take what would be two of those and set up for the Price of them combined or more. And we actually only ideas what I would die so as long the job course cheap, but if I actually think that makes sense of their line, but I think it's time they admit shoud be worth remotely as much as they think I should be worth. The only reason thirty nine hundred got away with that because IT was crazy. There is out to all because you can get .
for five hundred dollars. Yeah, I guess the economics. So I guess that make sense. Like they have extra. They have dies up there. Not going to that you wouldn't want to put in a ninety six hundred x ah so we can't just take up twice as many ninety six hundred access.
Yeah exactly. That's like just a way to make more money off of what who otherwise go on a budget six core, you know. So but again, they have the IT should cost the same though I really do think IT should.
I really think it's time for amy to, well, Q H, friday rides in. Why is empty trying to push up the emsley on extra a parts when they keep showing no intention to maintain master pies for more than a day to start with? I mean, I think that somewhat fair criticism here.
I mean, I just shocked me like seeing the nine, nine and fifty x going for like five, seventy, ninety nine hundred x for like three hundred and sixty dollars the ninety hundred x it's like almost three hundred box now with thirty two give fights of the free RAM like White and you just go to the Price IT should have been the whole time from the start and get good reviews. A M D, how much money did you actually make in the beginning? But I I do think the extra is going to come and this Price at first.
probably well, I do think the answer lies in the fact at the seventy eight hundred thirty is already selling at four eight. I don't think there's any question the the eight hundred sell at four eight like now maybe I will drop in Price in a few months like I I hope that does. But I don't really know why I would if people are buying last time part of that Price, I really hope .
they don't make a ninety nine hundred extra. All rumors are, are that they're going to them. I just don't think that makes sense.
Good for you.
I am make ninety six hundred and three ties. You could probably sell this for three fifty and more than than ninety seven hundred X I be the I five gaming budget killer and then just make people of money get the nine nine fifty x three I I think what say um but also what we're going to see is an ad from a sponsor who is microsite microseconds, of course, sponsoring this epsom like they often do when you join me down. And well, here we go.
Microsoft fall savings are here down. Their deals are crazy, especially with cp. S right now. They have I did look as up a head time actually camping some. This is that cheat now also like I five that come with sixteen gibbs of RAM for one hundred and forty dollars seventy I mean that's the budget build I mean a seventy seven hundred x that comes to thirty two gig by of rain for two fifty like one fifty dollars seven hundred x or even some of the higher stuff is surprised me theyve. The seven, nine, fifty X R D that comes with thirty two gigabytes and motherboard discounts for five hundred and eighty dollars.
So this is like a near flagship gaming sixteen core that comes with free RAM and a off a mother board if you buy IT and then the nine nine fifty x is even five hundred and seventy dollars already if you're just a work station builder this set last check who know may be even cheap er by the time this post um so fear for some reason still not excited as well microsys res you send a clearer store is coming in early twenty twenty five is always new customers that sign up for early access. Get one hundred twenty eight. Get about flat, ripe for fury.
So yeah, check out all those deals. I think every time we do an after microsoft, I like, I mean, IT, I think now a good time to build P. C. I double me at this week, I mean in good lord and I five with enough RAM enough enough for one hundred forty and appreciate you can get a mother board discount with that.
I mean, it's all those motherboard can't be too expensive anymore.
right? Maybe no, there's still kind of like a hundred dollar four down there. So it's still like I know shockingly ridiculous. You know that's why I said to like the ninety one hundred extra can be considered a budget king when you can get a eight core for half the Price that comes with three RAM.
But you know if yeah don't need the best of the best, especially if you're doing mid range builds even high and ones with the nine nine fifty x right now, there's a been a Better time to build a PC for years, at least for in this regard, which he says so yeah, sport, more is law dead click on those links to the description even just doing that helps and check out microsite today already. Let us now move on to story number three, amb just hilo, pictured uh and specks have been confirmed quoting the video cards in my article, as revealed earlier and confirm through various testifies. On platforms like geek bench, strict halo is primarily focused on work station laptops for now, with no clear indication that the chip target the gaming segments specifically according to his law as dead as well.
Amy expected to davia max pro series for work stations at c twenty twenty five. Well gaining variants may arrive in the second quarter of the year. C shirk hilo is near in its launch and thus its physician, the proof and product strategy is being solidified.
The empty we can now confirm with more certain ty than ever that the flat ships strikes halo. But the halo of the halo, if you will, will have sixteen hours, forty compute unus for ordinary three point five. They're targeting one twenty one tdp.
They come with included. So not a grateful eight thousand. Five hundred and thirty three make a transfer lp D D R five X H.
So that's two hundred and seventy three gigabits per second, by the way, which is similar to a forty thousand laptop chip and IT should tray blows there for indeed with a forty seven laptop ship service Taylor will be revealed in this twenty and five. That's right. And then there's also thirty two and sixty four gigabit variance launching first, second and half of next year.
One, twenty eight gigabit variants are launch, which are going for a workstation people or AI people. This is a graphic s card that can use there for plex. I know what IT is sixty four gig by sole or more.
That's just to say that I know that has less terrible flops than what the fifty ninety laptop will have. But I have to imagine there is gonna be a lot of and and A I people that just choose this because of the amount of RAM IT comes with. Um and then also I have been told that there might be a small foreign tor roll out of sale. If sales are very good, they might produce more than you might see many foreign PC with something that has sixty four gig vice of we have built in a to be with I N councils a little bit about A P S pro, but not that probably pretty close to A P S. Five base.
It's pretty cold. That would be a very good gaming in P, C, like very good gaming. Many P, C. That or something like that would be really cool.
Just one GPU unified memory. In my experience, apps are of the most stable software compared to if you have a CPU in a GPU system. Um because so it's pictured we know IT as two c cds. We know everything about IT pretty much. What do you think in well.
we've been talking about IT .
for two and two years.
so there's not too much more I really have to say about that. I mean, yeah, this thing was sixty four. Giggs of rain would be an awesome gaming P. C. I obviously think they are going to target the work station .
market reception there. There's nothing to compete with the I mean.
this is just a new type of product really.
yeah. Well, it's competing with apple. That's why they try apple's naming to a ridiculously shameless degree. But on windows, they have no competition. They don't.
You're right. This is a new type product for P, C, A. And I don't know the m four has your earth. I should say apple am serious has gotten a lot of praise and its sound right. I'm sure this is going to be very well received, assuming IT doesn't have terrible bugging launch, which you know AMD isn't above doing that. So we could see a about lunch.
I find that unlikely trick points already out. That has been five we've got out the kinks in and five by now pretty yeah, everybody. And this was supposed to come out really this year like I leaked to in my initial tail league, I was like targeting early twenty twenty four that looked at late twenty twenty four. And then I had a report, yeah, I don't know, it's twenty twenty five like a year ago. So this thing should have had its time .
to figure you, right? These to my memory, they were basically supposed to be too dies for a different for, I mean, the coincident each other.
Strict, strict sale. Ah, yeah. Ah, what I was told by someone at AMD is that originally, seven, five was all three animator that's IT like, I think was like three animator I like.
Maybe not on test top IO die, but on laptop, Green animator IO dies of different sizes of computer units. And then they shared three animator. Chip lets that there is all three animators, and then they went three animals.
Tres being delayed. We have been issued with the fabric. Let's make a monolithic and foregone animator of for strict point and rise in nine thousand. But then they I don't actually really know why, but IT sounds like good tricks halo. They just thought they needed to do the initial concept. And so if tmc three named ter were having issues, they need a more time to finish IT whatever we're going to take more time to finish IT is what they concluded.
Yeah so I mean, this thing we've had, uh, the Better part of a year for all the the hardware ing IT to mature. So yeah, I mean if should be a smooth launch and I hope that they target a fair uh, are trying to go for a fair number of gaming a way up tops for this because I think that would be, I mean, IT could completely change gaming laptops like this is it's not allow anything anymore. It's the thing that people have wanted A P you would do for since A P U have been discussed. Like it's actually like a mid range graphics card in an A P U, like the that or even just the cut down version of IT is I think almost people need for gaming PC.
Yeah, the only thing I would say is that were IT to launch even mid last or mid I got not last almost last mid this year. More thinking of things in terms of twenty twenty five. Um I think IT would have been more insane on the gain in front because that's where you'd go.
Okay, this is this is at forty seventy level and takes a half the space uses half energy of a combined I seven plus you know in video laptop. This is this would have been like, you know, before aimed he would have successful ly taken a tonal laptop or at least around when it's happening. So you'd easily be comparing this to I last forty, seventy.
Fortunately, next year you're going to it's going to be I seven in black or honestly like maybe fire range and black well, in that won't look as flattering, you know IT won't been it's still going to look good. It's still probably going to have R T, S fifty sixty performance, maybe even a little Better included while having all of the workstation benefits. But that is again, that's why they are focus in the workstation now I think because they know they have no competition there. IT would have been like that in gaming if IT launched to your .
prior but it's not yeah I mean, it's unfortunately that is not because yeah now with IT would have been like a false step ahead of wherever any other apes were out at the time. And now it's like half a step.
I guess but well, I mean, it's bit more than a step I had in performance. But IT IT won't been like five steps, but IT won't be anymore.
Yeah and I don't know if they can get their follow up to IT in shoulder order. I think we'd be I think they can still have the potential to blow people away with .
a yeah um no news write him and said, this is strict he cannot fit on five could to be used for a threat of a product. We get this question every few months. Does the strict tail I O die support the y connection to the CPU die? Does IT supporting up PC a sixteen cars and five or even thirty two core five c product with four lions of memory can fit between epic and top and and five.
I I wonder if you could adapt the memory controller, but I don't think the IOS really there like my memory. I don't have been up handy here, but is that I think someone else may believe that too is like a lot of PC lands as us. No, this is meant to beyond its own, and meaning IT really wouldn't have enough for like a thread ripper style, you know.
st support. It's an, it's not an I OK no.
will probably be able a toner IO for a laptop, you know but it's not competing with thread ripper and so they have to have some way with suspecting like piggy back in a epic I O I next to IT on thread rip and I just don't see that happening. I mean, the epic socket is big enough. Sure you could fit IT in there, but I mean now I don't think so.
This is meant for high and express um laptop. That's what this is meant to do. Um I have heard that at least medo saho which is the follow up district halo, might have some way of fitting on a five.
Maybe they, someone told me they may ambit just small enough know now that we know that the I O dies, three enemy. Or initially I kind of asking for, maybe they can make IT just more of that once, uh, chip, let in one I O and the iod, I can fit on and five. But even then, it's hard for me to see how that product makes you that much sense because if it's on five, you would need to be one twenty eight bit sure i've licked at there's halo low power.
That is supposed to be twenty to twenty eight compute units, one twenty eight bit kind of just cutting in half. But how many of these yields are actually going to go there? And and if the I O dies to an antibiotic ah maybe makes IT easier to fit in an a fie package.
IT also makes IT like a lot more expensive though. Like so what are they are going to sell this for? Like something that let's be honest, I look, is this one twenty eight bit even? I mean what's the best case? Ario, even though three point five, seven, six hundred performance, and those are selling to like two fifty.
So two fifty plus, what would be there? Soon they give IT. Yet just once C C, D, N five, I got three hundred dollar.
P, U, so what? Six hundred dolla p that's a strong seventy six hundred. They put them into the laptop, the costume, and I don't see that they could IT.
Maybe, but I would have to be the worst of the worst of the worst yields just to get rid of them. yes. I mean.
I think like that's what always happens as they usually released the g descoings CPU. And that's usually that because I have to get rid of the extra stock of that because when you try to slot IT into their lineup, IT usually doesn't quite work anywhere, you know. So I don't know why you would wanted sell sell that as IT sound rather than a big I ask up top yeah it's just .
like with tricks um I actually this year have a strikes many PC here that planned to test this week so I can see that goes at higher T, D, P for really delivery like thirty fifty like performance. I thought that be strict, could be interesting in the line up because that has twelve course. Even if their weaker, maybe you can position IT below the other twelve core, just above the eight core.
And then IT comes with the you know thirty fifty graphics equivalent ency. You could be like guess so the the real twelve course is five hundred. Maybe this is like four fifty, but the two twelve course weaker and IT comes with graphics.
So but even then, you know it's like, yeah but let's max boost still ten percent lower than a ninety seven hundred x of course probably actually going na be only slightly Better for not the same while using less energy and the die size of the thing it's like two thirty two millimeters squared. The one ninety nine hundred x is two seventy millimeters plus like a one twenty, I don't know, even costless to make an t hundred next to why would they say, yes, it's hard. It's gna come to A M five tricks well, but IT is even that the one I thought might be easier because that is twelve course hard to segment.
So think about how to would be the disease ment trick saale um alright A I fish AI I ring the right against regarding medi A C S twenty twenty six launch would make sense to me ever I A couple questions fundamental to the super A P U approach is reducer still going to use the fp eleven socket also unless something like fp eleven is halo and I think this like an F P I F P eight these restricts um also unless in video keeps being lazy with their seven class performers. We aren't need to scale gp vent with faster than l ddr five x RAM speed uh increase to keep pace. Well I think there what I saw medusa is they're like looking at like ten thousand or faster memory spit all right right there.
There's that. I ve also heard some crazy things about the memory buses that could might go bigger. Again, not sure about the socket.
I just don't remember off the top of my head. IT probably is the same one actually. And that would shrimp an issue because they integrate the memory. So whatever the son issue for laptops kers, they go to a higher bus with um but I I don't have CoOperated proof on the bus with.
I'm not going to say what i've heard, but what I will say A I fish A I wrangler is A M D is aware for the a beauty, be stronger IT only more than with and they will find a way to do IT, whether that's faster, more cash or an instantly for bit bus h bm not going to a staff. I know you're making fun of every few episode. Someone's like where's h bm and it's like not for us peasants anymore.
But so do they have ways of scaling this? And i've heard crazy things they know that needs more band with. I'll find a way to get them more bad with um alright. And speaking of a product that will be stronger, but probably not have more been with the current generation, let us move on to story number four, R D N A four and F C R four.
Basically, I confirmed to launch in early twenty twenty four, first coding from amb s corner three, twenty and twenty four earning call and gaming graphics revenue declined year over year as we prepare for transition to our next gen radio gp s based on our r dina for architecture. In addition to a strong increase in gaming performance, r dina ford delivers significantly higher rate racing performance. So there that is confirmed and add new A I capabilities.
Additionally, empty revealed that f star force coming to black of six. This is a machine learning based officer that has been revealed earlier and promises to allow envy to get again, hopefully cut up a little bit with deal asset and hopefully keep up or out place in video eventually now that they're not just relying on a software implementation. Back up six.
We will have a full season one launch on of every fourteen. And since code seems to do season and seen to the last two months, the kind of gives you the indication that F S R might launch with the ordinary four in january or between january and march five. And so there ago, this confirms this channels lakes about ordinary amid tear gene, but one which may put amb at parity for both upscaling and races in within video for the first time ever. Actually that would be at least close, if not priority. So what do you think of this day?
Um I mean, it's more just confirmation of what we've already heard, but i'm very curious to see what an machine learning based officer actually looks like compared to current officer. I mean, if machine learning is all it's correct up to me, that should hopefully mean they had a epsrc finally apparent with the OSS and cross my fingers AMD gets there because that's really where AMD is lacking. Like I said that a million times, I really don't care that this gene doesn't going to be a bunch of an uplift in rest or performance. You you really don't need something stronger than what we have currently.
Yeah like one hundred X T is xx is something like that. It's I mean, it's really I mean, I think that recent benchMarks of black ops and it's like the nineteen nineties there in a hundred frames and fork with absurd sein. But you know then there is the X T X as above, forty eighty super, about twenty percent, actually very bad, showing for forty eighty G, P, U in black, up six. You know, if only though, you know, you can just stay with the video. What will turn on deals as I will be like four k one, two year hired, depending on what version you're using and now look as good as native and then you take AMD and it's like, yeah epa will be close to looking like native and fork, but wouldn't be nice if just was there and then everything else was also .
apparently yeah because I well, i've sun. The places of are in the past. They will also say, depending on the implementation, once you start getting into like baLancer f sr performance, sometimes the graphics do start looking at a little junky yeah now the best implementations like I can't remember the last like modern warfare too, right? Yeah, that's the last when I played, I thought they did if a really well in that game.
And I thought, great. I tried here. Graphics.
heart didn't. yeah. I had that on when I was playing that I always had IT on. I was playing that game. IT still is behind where what the best i've seen of D L S S.
So i'm excited to see that they actually might IT a launch F S R four and IT not be a flaherty, uh, a powerpoint, a thing where it's like an F S R coming out some unspecified date because this definitely isn't a thing. We quickly through slide respond something. Video.
what if you know black what is going to be announced in a couple months? Ah I will be interesting to see what they announce for deal access for hopefully ams pushing hard enough here. Yeah, I saw rumors out there too that they might have something like with, I forgot what it's called, but like NVIDIA deal is three point five and later does Better things like ray raising intersection so that I can actually kind looks Better if dump properly.
Of course, initial reviews are mixed with our round boxing stuff, but the ray trace is actually like more accurate this on IT like there's rumors they're working on that do with ea star force. So it's excited. I don't I know what to see what in video does next.
I heard about their going to try to do a deal as as for as just make IT so that the they're not go for higher frame rate this time. It's just the quality cannot be touched, discussed their way tracing um but you know at least right now what we can say, i've seen reviews of P S S R. Early reviews is not fall but early ones yeah and the Scott tt seems to be that IT firmly beats deal a ethar three point one.
I even have three points at like IT beats F R three point one firmly like it's not close, but D, L, S, S, slightly edges IT out. So this is something SONY is doing for the first time. And again, i'm told P, S, S, I was made by SONY, not by AMD.
And then they sent P, S, S, R to am to help them as a package after they finished IT that zonis continue to do on their own. Yeah, they talk with empty. But if sone could do that, I think there's hope that F, S, are four can at least catch up with their desks now, just like three point seven or .
something yeah and then I don't know. I mean, I hope it's sooner that rather than later but january, march to mean, I doubt i'm getting IT so I don't know hopefully all some nights news attack about to the early twenty, twenty, twenty five new cy things. I wish we had more well.
I mean, was expected to. Near ever, to be fair. We got ten, five and area lake both disappointed, one a lot more than the other.
And then we got lunar lake in stacks. Both of those were at least cool new versions of deal as an epr came out. There's A P five pro. So pretty big year. But because it's not going to be the most instant of all time, that means twenty twenty five is going to have black well ordinate four maybe and six pender lake switch to. So I mean, yes, i'd rather we have years where there's a big story a month and not one where there's ten big stories and one month and we have nothing to talk about in twenty twenty one. Is that suck?
yeah. And I do think next year is going to be very interesting like what what are people more interested in a something fifty percent strongly than a fifty, fifty, ninety for twenty two hundred dollars or whatever, is to be six hundred dollars for the same thing we have right now are five hundred for what we have performance .
and we have right with Better right tracing .
um for black ground no I I like with R D N A four versus black olets what are people going to be more interested yeah .
I think a lot of that's going to come down to how much just in video care like yeah not hearing great things about the Price before and guys are already lead some things so but move on here so strugling this won't be struggling a mode right?
This would be struggling guy yeah for it's yeah I afford out of characters yeah well.
struggling dude says, hi tom. I noticed that amy recently lost a lot of gp marketer to in video. I was wondering if IT even makes sense for Emily to make discrete gaming GPS.
And more people are buying them. IT does a, they are making great A, P, S, which make loan G, P, S, office lead. So they are chipping away at the mid range market. They were going to pull back to no, I mean, trick hailo isn't going to be be remotely. It's not going to be as strong as ordinary guys.
Strict salil will be what are it's gonna low mid tear performance .
pretty I mean like forty sixty T I so I mean if like where let me actually look here, forty sixty T I and then I go to, I don't know, seventy, nine hundred X T X ah you going to double and even if it's a little weaker than the X X double the performance. So there's still not remotely in the same tier. R D, A foreign strict halo.
Um like he says, if it's going about the same performance of forty seven, right a laptop, forty seven, which is the forty sixty T I, which should be a fifty sixty next year, IT could potentially expense to focus that R N ever on A P S. Since the councils also run A P S, they are doing great before before. Why do take on this? Yeah they are.
But I know if you've noticed the P S five pro pretty much takes the eighty eight hundred X T I V block throws in an A P U. So the R N D they are doing to make dedicated GPU is being leveraged that I mean that is that is being leveraged um to be used in their A P S as well. And the an ordinary force much Better at A I they will sell this as A I chips.
They're going to merge R D N A and C D D N A U D N A and a couple genes. And then that will mean making great G P S is the same thing sold everywhere, just like IT is turn out the a six thousand for in video. So no, M, B, I don't think the marketers is bad of people as I do think they lost the market for this year though, actually.
But it's not enough. They are going to start making G P S remotely at all. And and don't forget that you look at aid these earnings right now, um you can see like a lot of this is coming from x box.
So placation sales slightly so slowing and xbox sales are gone. They're gone. And so that was a decent portion of A M D revenue.
And and you know they keep saying, say my customers as a major thing is a lot of A G P U. Yes, anyone don't yet t mean the comments. Also you're saying, no, i'm not saying gp sales aren't down.
I reported outspoken ly gb sales are down a lot, but it's a double wai for them right now because those are down. They can sell them as easily A S and video and they will in the future. That's where they can making them, but then also looks extra bad because of ex box collapse. And so yeah.
I mean, the only way this would, I think they could even humor this is of somehow they are discrete endeavors start completely stagnate while there a like double in performance just over je every time but I for let for like to jane, which I I don't think what happened. And I think if you're using more sick dedicated to just the discrete graphics card, you're always going to have something more powerful than what you get in an IPO.
Yeah and again, a bay, a thing that people were to into, in fact, when they weren't collapse in, but when they were starting to work on arc before we knew r could be terrible. A big thing they said was like they made ivy ridge fantastic, caught up to M D, N, A, P. Performance, I believe.
And then amy, kinda the lead again. And some are suspects. But then broadwell just crushed IT sky. Like then stagnated though that's because they went. And I believe I don't remember what I was from, like h two three thousand and Sandy, like, but I don't know. I think they went from like sixteen to like twenty and then broader went to like forty execution units and then they try to go to seventy two with sky like and I was like temple and Better.
So is like clearly after broadwell and they said we need to make dedicated graphics so that we have to make powerful things so that we can scale IT across the stack because if we just keep making these little things were going to hit these performance walls we didn't know we would run into for that reason alone. That makes sense for amy to make mid rain shape use, which can yeah looks works say those going to be awesome, but you're talking about something like three, four, five classes lower than even the ID range GPU. They're gonna launch.
So they are still going through scaling walls and IT is strong enough they can give you thirty two gigs a rap and sell IT as an eye card for a half the Price of a video. IT makes sense for them to keep making dedicated gp s um already. Well, speaking of making new products, let's move on to story number five here.
With invidia allegedly preparing consumer CPU rumors of in videos entry into the PC market, i've got a new in with a comprehensive league from dig times. They alleged that in video is both making their own ships and providing their IP likely graphics for immediate attack. PC chip goal com seems doing to lose its civet offerings for windows on ARM soon.
In partner with media tech is nothing new for a video as the two companies partner together for an auto a cl icon last year already. And media attack is easy to predict. They will use ARM cortex or neo verse cores.
They have been try before. They don't see to offer enough single thorney for windows. And exit emulation is why cocom needed custom cores.
But what will in video bring? Well, in video can make custom cores. They've done so before and they have all of the money in the world currently. So still launching in twenty twenty six doesn't give that much time. We should probably expect their first generation to score to CBA rse editorial aliza. Maybe the first generation video won't be that strong in the court department, but at a minimum, they have the money to, within a few years, probably take a stab at something that might take out calm in the space. And they will have a much, much Better GPU included.
So you like you can see in video launching ARM ship and I think and yeah you know maybe like let's just say hypothetic ticals twenty twenty six in video launches in r mao and the CPU is as fast as strict, you like last two years old and then they go, yes, but IT comes with integrated like sixty seventy performance and a really good ai. And actually our compatibility on windows on ARM is Better because we know how to program Better. And you can see this be in the first step, whether y're like get look again to a stronger CPU.
RGB uses way Better and we're more efficient. You can use IT for all these other things. And the next generation will be the grounds up in video design. So this is, I think, deserved its own story for a reason like this is huge, is intel's fine apart. We will talk about that worth of coming stories in video really does seem poised at least into the laptop market.
Oh yeah, I mean, where call come like seriously faltered when I came to the released this napa. And I just don't see invidia where they are in the position they are currently at releasing a disappointing performance product.
Like I don't know I film have all their issues with emulation solved by then, but I don't know it's invite I feel like it's probably going to um and yeah I don't know and I hope somebody is there to take him and tells place when IT comes to CPU. Not sure if I wanted to be in video because in video has enough power as IT is I don't know. I have a feeling it's going to be a good lot.
I just think it's going to become more of a multiple lar world um in C P. Over the next few years, you're going to see A M D kind of be seen as the new intel, but they don't have eighty percent of the market like until you do so. There will probably be there like a third to half of the market. You just see intel shrink from half to forty to thirty percent of this pie over here from a video, a pie over here, from cocom pie here, maybe from media deck or someone else I don't know, and that's what I thing's gona happen. You will be seen as the new intel turn off the new until really though, and video is going to be they're slowly trying to become, at least on the laptop, a serious contender.
But AMD will be the old guard option that seen .
as the big established sixty six CPU brand maybe in a way that l used to be, but they won't really be as powerful and there will be more little players. Yeah, a little they're really little.
Well, there little in this. Space, I guess, but not like x box is .
an underside. Microsoft pretty big guys. I don't know. I don't .
remember where in video ranks right now, but one of the most valuable companies in the .
world yeah um so I don't know that how much there is to discuss about this. I think comm, I kind of nailed IT too, like little details of like expect the first generation to be like probably Better compatibility than what qualcomm did but not really doing anything more, maybe not even be quite as impressive performance wise for the year. I'll probably stronger than whatever the x elatus now.
But for the year, IT won't be as stronger as you'd think that would be with something that as an invidia sticker, but they're just gonna. Yeah but our integrated graphics efficiency, yeah this is a good time and also the C, P, S, just enough guys. I mean.
yeah, I mean, if they make a OK gaming CPU with like a killer I G P U, yeah, that will feel .
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So support mores laws dead by checking out the many four minute, many hundred seven sixties today. All right, why just let us then move on to story number six. Pen allegedly ruined a deal with T S M C, so go in here from reid's instead of nurturing the relationship that they had A T S M C gels singer who hopes to restore in his own manufacturing ing process, apparently offended T S M C by calling out taiwan precarious places with china.
He said, you don't run all your eggs in the basket of a taiwan fab. He said that on may twenty twenty one, using industry jargon for a chip vacation plan, the december encouraging U. S.
Investment in U. S. Chip making, he said at a tech conference, taiwan is not a stable place. Opens new tab in public. T, S, M, C, downplay this, uh, opens new tab comment, with its founder calling about gelsinger a bit rude, but opens to tap privately.
Tmc said that will would no longer honor the discount sources of reiter said that they had a deal for forty percent of twenty three thousand dollar three anither wafers and which tmc would print until chips for this zero lake until had to pay the full Price after these public comments drinking its profit margin on the deal. Don't like really, really does cost more now than that. It's on the other animal for them.
I mean, you with an already expensive package yeah that's a really not good. I don't know what else to say to this other than um we've been talking about pat glass or needing to be replaced. I think this is just another piece of evidence for that. They're not doing well. I don't know else to say.
It's just crazy like so reuter says sources I trust when they say they have these people, they do they say the way for us are twenty three thousand dollars. They were going na get a forty percent air cut. And that was probably key to intel making the dialog. And i've been forced to launched this uncompetitive product, competitive product that we know probably cost fifty percent more to make consent for. It's just I mean.
yeah, I have to i'm curious how much what the profit margin on these things is at this .
point to see in their counter four earnings next year.
and that is coming up in what? Two months.
I guess? Yeah, so quick overwrite them. I realized after intel's earnings recently that their debt is actually a huge problem. It's years and years of insufficient spending.
And even now their cash if if their cash flow improves, they still have around fifty billion dollars of debt from the financial side and may soon be able to be three thirds of the revenue or was a three thirds the revenue mental? So be the whole thing. I mean, I mean, two thirds of the revenue of intel or media.
Third, additionally, if invidia is cp s in twenty twenty five or twenty twenty six, well until git to the state aim was before then soon. I don't know, I I know I think that they need a merger or something. They they or I don't see how that happens when .
AMD was in that state, they had what ten thousand employees .
like you a little less yeah and now til even after cutting fifteen percent of the people pat hired when he shouldn't be when he took over, uh, you know there's still like one hundred thousand. I mean, look what's let's be honest, this company probably needs to be, if you look at revenue eight, sixty to eighty thousand person company and look like what that just been to make the perhaps run yeah I I don't like they're falling apart.
They screw up the D O T, S, M. C. They've all this dead and then they they have nova lake is the first thing where here.
Now that sounds like I might, you know, but we for this before until might leave fragg A M D. But that's going to happen at the same time that invidia will be enter in the market. So good luck. You know, with that competition at the same time is just well, this is me to believe that maybe somebody should buy them.
So let us move on to story number seven in italian, samsung are reportedly inking a founder alliance, while rumors of apple or samsung buying into or merging with them or something also come out first, quoting from train force, according to report by the male business newspaper U, S, M, I conductor giant until has reached out to samsung electronics to explore the possibility of format a founder alliance, citing sources in the semiconductor industry, the report reveals that a senior intel executive recently requested a high level meeting between the two companies until co. Pat gelsinger is reportedly seeking aja rect meeting with samsung electronics chairman lijiang to discuss comprehensive CoOperation plans for their foundry divisions. Meanwhile, this channel leaked a couple weeks ago that intel seems to be getting closer and closer to the other alien semicon item.
Giant samsung are both very weak right now. Well, samsung has many other revenue streams. Its foundry business seems to be fAiling.
For years, we have heard stories about yielded issues, unrealistic promises, notes, notes that get fixed years after the insurance already moved on to the new node. In the meanwhile, intel, we've talked about plenty there too. Samsung has even shut down several fabs recently.
This was huge. This that came out the sick as well. Shuttle down semi ductor fabrication equip is very costly and IT is even more expensive to turn IT back on.
But they had you because no one using their fans and so about like sam song doing. This means they not only have low demand but expect low demand to continue or they would have still kept on in these turn times. Perhaps the two companies see each other resolutions to their respective problems.
Til has nodes but doesn't have capital and founder. No, that is to say customer relations. They may have good nodes, but no intrust intel.
Maybe they would trust samsung to use intel nodes. Samsung has a proven foundry in capital but doesn't have good nodes. You would honestly make a lot of sense for some sort of merger or at least partial buy out to happen.
Oh, in a story broke recently too, about people in washington worrying that I won't survive, that they're be wasting money if they give them more chips act funding and that they think either a bigger funding act for intel needs to happen or there's people behind the scenes in water. And according to an article, the description that I link to alleging they may push for a company to merge with them to save the company. So this I know this sounds crazy, but know Carols.
I got to reach out to me and said, time, we should try to get a financial person on against. And I think I should, maybe maybe Daniel, and would do um because I think all too often I see people that comes this what happened like apple cm buy intel. Samsung can't merge with the intel.
This can allow that, can do that. They can do this. This can't.
Yeah guys, they might fuck and fail. They might fucking fail. They might go out of business.
They might go bankrupt, just let off fifteen thousand employees. They might fail. Something needs to change.
The numbers are not go up. They go down. Number go down for a long time.
If number go down, company die unless IT go up again like and I know it's crazy that it's into I think I would talk i'm talking to children because guys, the numbers suggest they don't have the money. Where's IT going to come from? Don't just tell me i'm being crazy. You tell me where we will come from that because they fuck can comment from america. Where's a onna come from?
Yeah I mean, so what this is just the kind of dipping their toes in the water out. I would assume that would be emerged, not an acquisition.
Although the same song, I think some sort of partial buyout of their boundaries could make sense, but the total merger would make some sense. I said this in the video I put out about this too, like just thinking about IT. Like if qualcomm approached intel, which IT seems like they did, samsung might work.
Cocom will merge with intel and then will have all the smart phone manufacturing, an infusion of capital, hopeful new leadership. And then that could get you into a situation where call coml becomes the new samsung. I mean, they compete in all of the same markets and have all of their own founders and their founders ies, that would be Better than samsung, you know, so that I might want to buy little or do something to emerge with them so that calcot doesn't become their worst enemy.
Same kind of goes for apple, who might be worried calcot or by intel, have the manufacturing in the united states, by the way, which is important, not just for eggs in one basket, pat, but because of terrorists were to happen. Guess where intel has boundaries? United states. So that makes sense for apple to do. That applies in american company is so I don't know, I kind of cut the author, but it's like that there are a very real reason these companies might do IT, and there are rumors that people winging might want this to have because they know intel falling apart here.
Well, the yeah the washington really wants l to succeed and for understanding able reasons like they mentioned pushing name .
be emerging with them too, by the way, in the article. But I don't know .
all of semi conductor manufacturing or all actions say all, but all of the most advances happening in taiwan is but it's ten you us for in any situation even if there wasn't the who knows what's going to happen in taiwan over the next china to .
blow up taiwan for there to be an earth quid, something anything could happen there. It's on one place that is all your ex one asked a little bit .
actually yeah and if intel is their fabric generally are almost at least as far as as for as a tech coast at the same level ads or close to tmc having in someone in coming there to bolster their them as at least they fab business makes sense and and maybe intelligence just become a fair business like you. Those work I don't know what the rest of the companies doing yeah again, dick. And actually I as far as text cause I don't even know gg, I would guess their .
fibs bigger at this point.
okay. So yeah I mean, them acting the design side of their business and just becoming a fat might be what they need .
to save them um I U V right then and says abby and until makes no sense in any way, in my opinion. The m foreign ipad passively cool beats an a four thousand nine hundred k and single core performance by fifteen percent. And some much sites.
I don't see what expertise intel would bring to apple when bees like would have been their first renew marco architect twenty years. And now i've got nothing to show for, well, supposedly a lot of the IP they developed for bees like is still there waiting to be used. So I wouldn't entirely say that.
But IT goes on. T, S, M, C is also building plants outside of taiwan. So it's a much safer bet for apple to plan with that instead of ways in one hundred billion on a current fabs that may or remain not work well.
They do work and tells fabs to do work. Number one. Number two, um I think there is some weird assumption in this argument you're making that the faces are perfect and great.
Now we'll have a story in the rap up tmc foreign tieto arizona yields are beating the taiwan's sister plant. good. But think of how many of the fbs T, S, M C has in taiwan compared in the U. S.
And it's going to be a decade before they have as mini fabs hypothetic ticals, even with enough people working at them like just because they have one fab inet zone to doing what doesn't mean they have dozens of fabs in the U. S. With dozens of product managers.
And and that phab is isn't IT like a quarter the capacity of the ones in taiwan .
or how I don't know, but that might be the top of my head. But so this is I think you're wrong, your alleviated. You're like when IT be safer, I don't know.
You have twenty years to kill, but you don't have twenty years to kill if you buy. It's here now. You know it's here now with american employees that won't have the cultural differences that are ready to make stuff.
You know, where's your tmm? C, I got to hire people. Got a poaches many people, Frankly, from intel. You can. You got flight people in from taiwan to set up the fab you buy.
And l, it's done, and it's apple, whose work with, until the past, before has the money to buy them, is an american company. You can see the us. Government might go, yeah, I don't know, might be great if a apple buys intel, gets their shit together.
Yeah, I mean, if I telled truly well, I shouldn't say if they are like intel IT is in free fall. Any company that does, uh, chip design and a ton of manufacturing, I would suspect, could be a possible by merger. I would assume him with apple, that would just be an out right purchase.
But what going up in this project? I A market, you know, the m four chips magic, you IT solves cancer as a chip pack on IT. But so why do they need intel engineers? Yeah guys, I mean, like, you know something like just one genius designing these chips.
You need large teams of people to help scale up new architectures. I keep hearing that apple wants to get into the server market mostly for themselves as at first, but they they have this obvious of they wanna keep doing more just very slowly, and they're not going to be stupid. Try to take the whole GPU market like in on IT.
There's just be like we made one server chip also less bionetworks, just use IT for the work stations we're selling. So you know having more until engineers join maybe had a lot of entry level positions, to be honest there, but they could take all of them in and that would just help them scale and solve problems faster as you have more people. Not to mention, i'm sorry, like apple, silicon is impressive.
But the last year generations i've read in reviews, people are disappointed by the gains, almost feels like theyve tapped out and bring in some of that these like I P, which is still I P that since they are bringing in some of those chip engineers and stuff and go and how can we scale up our architecture in a new way? That makes some sense to me. Now again, I want to be clear about this too.
I said this was a rule. I want a proof. Obviously, I couldn't know for sure if this was gonna en, even if people told me they were sure that would be in the know.
It's still just rumors. But I it's so weird. I put out this league of like same sung talking IT into very seriously apple, allegedly, according to a source of mine, making a passion til with rules of coal com.
Now all the stuff comes out about this boundary liance samsung g fab shoot, shut down. I don't know. The evidence out there seems to support something really is going on.
And again, when you say they can't do this, they won't allow that to do that. The U. S. Government behind the scene is apparently saying that. And i've heard this first. So my own sources, I thought to some people, the defense industry, we work with computers and they are like, no, behind the scenes, they are like they are scared to give until any chips act funding because IT doesn't seem to be panning out and they need to do something about IT. So if you hear the government going over and over, oh, they need to do something about IT.
They need to do something about this might be the thing they do about IT like they're going to they're not just going to give intel a hundred billion dollars for pat to show up up as a asma graphics cards again, they're gonna a real solution that actually solves the problem because right now, I think they're looking at IT into going money isn't the only thing they need. They and then any trust no, this is where they save for national security. We're going to allow the merger to happen.
Yeah I mean, this might be the rare time where emerge has to happen or IT might be advantages of emerge or have the samsung .
and does make a lot of sense to me. The question is samsung's sounds. Yes, there's nothing more american than people from south korea's pioneers.
But at the same time, it's like that they just freak about japan. But buying the on skill and everyone who is involved says that they should allow the magic because that would save. What is that american steel pencil vi, still whatever IT is. And so I would worry about that happening with this, to be honest.
but I don't know. Have a big a big multinational or by national. I I don't merger between the south korean and american company sounds complicated to me and I don't know what would they just run to headquarters .
hers or something. I guess I know I for a company like that, I headquarters in europe and in america. I would think um I would think that I would be a some weird partial merger think like we're taking our fab s and we're merging intel into samsung fabs with the partnership that we get to use this much capacity at this Price like excess almost what A M D did with like global founders ies before they fully spend them off.
They are like all it's kind of part of being. Now it's not really, not really maybe intel what's start doing that to split itself apart and get an injection in funding. And again, help.
thanks. I get their stuff to get look, this just looks worried bad over there right now. Carbery cry rites in with ARM revoking calcombe architectural license and with isa not matter ing is calcombe to buy intelligence to rework orion cres into exciting six.
This be the triumphant return of x eighty six and the smart phones. I know about that one, but I know if the interesting of like samsung and til margin, it's like samsung ultra seven or I don't like like samsung branded x ty six. I don't know that's the thing that I do find weird with both of these though.
It's like the only other big x ty six companies is amy. So if they were to buy and tell we all know it's going to happen, like they're just going to make more the same stuff, but would like apple or calm or or Samson merging with intel or anything. It's like what I seem.
They just take the money, keep developing X, A server chips. But then there will have to be a decision, do we give IT to all ARM for consumers, make both to compete with ourselves? That would .
be weird or the mindblowing situation. Tom, what a apple bias intel. They get the X, A, D six license, and then they start selling apple P, C, C, P.
U at mine blood, like just apple seven.
No.
I don't know. I kind of doubt that honestly, I double that would be a still like a guilty age. They don't even know what else to do anymore than twenty years from now or apples like if okay, we took all these market.
So we're just going to start making I seven, I guess, and compete with ourselves. I don't think so though. Um alright, well, moving on then to the final rap up. We have quite a few things here.
Honestly, this been a ten story episode, but we decided to make a lot of these rap options instead of, instead of spending of a dedicate ten, twenty minutes on IT. The first one here is psy pro, apparently is two gigi of D. R five.
Now this was something that was weird. I talk to developer who course has play station five for decades, was working on them and just saw the notes. We've made IT possible to free up more RAM in.
And it's like, okay, they don't know how I know how they're compressing IT. I guess SONY had an extra two gigabits of RAM on the P S five pro. IT didn't tell debt because they didn't need to know.
I guess that .
makes sense.
Things IT IT really falls into sony's long history of putting hardware in their play in the playstation and not telling anybody that it's them there for some reason because I remember correctly, that was also in the P. S. fort.
Right there is, yes, I don't remember exactly how much IT was, but I want to say the base P S. Four had like half a gigabit of ddr three or D, R two in its own. ARM.
Cp, on that would, I think, hindle I capturing over time, they wanted to fit more ramped developers. So they like slowly made that kind of handle most of the U. S, which is why the psf got so god dank slow by the end of the generation.
Um but the P S Y four pro had a stronger ARM CPU on a full gigabit or so of ramp is really a nine gabe council. Y P S four pro actually still pretty um and I was surprised they didn't do that with the P S five because I was like I thought there was a really cool solution to save money. I don't do the silly segmented right thing microsoft doing.
Now what you want to do is just have another peace RAM that never used for anything. Gaming saves you some money. This makes a lot of sense to me, and I now have absolutely no worries about IT have enough rain.
I mean, right now, I i've said this before, but that's doubly true. The psy promiser to double frame rates in turn of ration at the same time. That is what it's and a few other things, but that's what it's trying to do. IT is not trying to go from four k to A K, although apparently there will be some A K games. I'll be interested to see all those run.
But if you think about all that, then all right, so if the PS five in any game, that dynamic resolution even for a split second, like maybe it's jump in between four hundred and forty in four cae, only one second out of an hour, does that actually dynamically hit forky? That still means that had enough time to hit 4 kay, right? And so the PS five pro will just always be closer to fork or at four kay. And if you add two gigabits of rain, there's your buffer for the great racing you the extra great racing, slightly higher textures probably that's all you need, you know and so I think this thing is pretty well optimized. And for what is trying to achieve now that I know that does actually .
have more time yeah I see what you're saying.
Um also what is this here to to to to where's the article like um microsoft basically just confirmed that they are going in third party. I mean the deciding adella just openly said, let me see we are focus on growing the platform, expanding new ecosystems like going to ask like wish games are coming to places like I think they confirmed in inDiana Jones is in they basically said, hey, look, all future games are on playstation.
I think it's interesting that that's coming from a sati nadella not fill Spencer .
feel spacer is in the doggy cage now he's no longer er er in charge. I don't think cocom says equals are absolutely a lot of news honestly here um because I think they're new. Let me pulled the art.
So there is their next generation.
Their snapdragon eight doesn't have equals. And they said to be their opinion they said to be clear we thought equals made sense um like and we are glad we did them. We did them for a reason but it'll see you maybe car require someone will correct me in the comments mind interpretation of this is if you think about IT with IT took, what do we have?
Sandy bridge and the ivy bridge, I think eleven months later, if we used to design, have CPU cores designed on a year like eight and or faster, and you can do that, make two teams, make two types of cars, bloom, shoot, IT out, you can probably afford to do that. But if it's taken now two years, and multitudes warn money to optimize these hyper, hyper efficient, optimized course, compared what we are doing before you have to wonder of like all that money, I might just just make one core type and just make IT a little more modular. And and that's my interpretation of call comma saying, is like what we've optimized one of the course so much the equals are kind of a waste time. And to be honest, as a lot of people who say that about airline, they're like, so what line cove is like ten percent faster him and was going on here like can you just need forty eighty cores and try to clock him faster, something I don't know.
Yeah I mean, especially if you're trying to save money like until needs to yeah probably should get away from them.
They are just parenting up for three years. Pater lake, I just titled this is really gia shaping up to be a full generation. It's no longer going going to do the special memory type that I think strick certainly tricks hailo does and little like does you're going to be able to use Normal ddr.
So um dims and I mean, I when I looked this, I just to remember pantheon, I was initially told to me is going to be like I think four plus eight and illiterate successor and then I heard there could be a desktop variant that they are cancelling the airline variant that now is going to use Normal memory. It's just becoming a Normal full product family because the airline failed that. That's why interpretation .
yeah that's what that sounds like. I mean until needs to get out whatever IT can get as soon as IT cancer, I don't know. Hopefully air like desktop comes out first half next year and there like needs to be a barely there. Our generation already .
mention tsc c for anna omy or arizona yields beat tawana. So they're getting there. They just don't have IT takes time to actually get the capacity here.
L movie novelty back to their nodes. I don't remember when last leaked about arrow lake. Um no, I think I did leak that. Um so yeah I mean, that seems to be consistent that they want novel like back on their notes as they can afford to keep paying to and say again, this remember comes out right after we learned pat boxed the relationship with the S C. I think there's your answer also.
I couldn't make this main story, but it's a big news weekend, so I didn't feel the need to um A I lead to picture of the artist 4 eighty nine。 So that is out there. People, if you missed that video, I also confirmed that to me, seems like the R T X fifty laptop petition will also use the gb to a three eyes, just like the test 的, but probably be cut down by like thirty percent ent like this will be the worst yields what on laptop with sixteen gigabits. But now it's going to be sixteen, not twelve gigabytes to fifty nine of twenty four gig bites. And yeah we know the die looks .
like slightly Better than what I would expect think .
those that tops going .
to do now three .
grade exactly. So well, let's see what IT costs first. Not even good things. Hardware busters is alleging he told a think a factory um that he heard from people that the fifty eighty is going to be sixteen gag bites four hundred watts, fifteen percent faster than .
the forty eighty doesn't .
nine ninety nine it's like, all right, okay, fifteen percent of look in Price performance with Better reason, okay, whatever. But if it's three one hundred dollars but i'm there in, I mean it's good and might be like less Price performs in the forty eighty super like what a joke again.
I think it's like, yeah I don't know like if you have the money, the fifty ideas for those people um but there's a reason me and brian agreed on the last episode arty four maybe will be fun if you don't need new GPU now that might be worth IT. That's my opinion. He he doesn't have any faith in me, that's his opinion.
But when he comes to black, well, he is like, I don't think the Price for this is being there for what i'm hearing, man. So yeah, I don't know if you're in the mid range great deals, especially unused stuff right now. Maybe a little worth waiting for our DNA for Julian for super high ano less is the fifteen I analyzed the Price performs getting Better anytime.
I do not think you should wait. Um this is big and how much we have to say, uh, my reaction to this was, oh, that hadn't happened yet. NVIDIA has taken intel spot on the dow jone's industrial average. I I was shocked that hadn't already happened.
Yeah I I don't know how often they replace companies on the down, Jones, I guess. But yeah if if they they're representative for the semi ductor industry video .
expense um and then I done this. A security file was found in in video g 4CPU, all of them. So maybe update drivers if you have IT. Yeah, I saw that the last minute thought we should include IT. All right, now let us move on to the final reader.
Males here, technical writing and says, what if arc was just a three d chess move to force game debts to support intel GPU on games considering the driver issues the a seven seventy head, this is also likely improved gaming performance on the igp s too is this is mostly a joke um you know I just really use this as an opportunity to bring up something that i've noticed a lot of the people of bad mouth. This channel A W C C F tech don't know the balls to quote that much, which is that pat gelsinger nerds just said that they are not focusing on dedicated graphics moving forward. This is an uncovered story that I think there's a lot of embarrass people back.
And so my notes here, there's a few more explosives than I think i'm actually going to end up saying. But guys, go wash. My intel has effectively underlying the word, effectively cancelled arc. I said.
I think, where are you basically .
I said battle mage was going to come. I said battle mage would come out. There might be a single s edie die, but it's going to be a wind died down of arc.
It's not going to be an up like they go eight, seven, seventy and then there's something that competes with the fifty, eighty and and something that competes with the sixty eight. It's going to be a downward winding down of the stuff theyve already working on for years because they are already half way done. Pat basically just said that, that they are not focusing on dedicated gp as much in the future.
We've already only made two eyes last chance. So what do you think that means? I mean, there are I need to downing. They're why I need to down. I know the people of bad ouse that channel will never admit when they're wrong and the have to make a wall of shame about even opinions i'm wrong about that I never said I was sure about, but I know hopefully will be some amount of credibility, accountability here of like guys I really did talk to people over until with the support together now pats saying IT out loud. The one thing that pats said that pissed me off though was he said, there will be less demand for GPU in the future, yet your shit G, P, S do okay and videos killing IT. That's not true.
Yes, that's why i'm canceling. And it's because nobody is gna use G P S anymore. Not because we can't make a single thing that works well.
Yeah I don't know. Complete nonsense. Um alright all over one, three, five, zero rides and and says someone took a framework mainboard in battery and built a handheld around this. See the article below.
Do you think the swappable soc and swappable main work strategy can make premium handholds more interesting to the market at large? Could this become a steam concert with appropriate and like power in a massive supplemental cooling for a dog to performance mode? Yeah, I saw this.
Ah he looks awesome. And you tell me you can take a framework motherboard fit in a hand held that's actually as portable a steam deck and IT works more likely to get that out in a steam deck, especially if I can install steams on IT. I think that's what you would be buying the team that though you're buying IT further Operating system that actually works.
Yeah, I do think and the question of IT like this being a viable product, I when I see this stuff like what's swappable components like a case, I always think that looks like a cool idea. But clearly somewhere some market analytics show like this isn't to think that would sell because IT always seems up being. Some nish product that someone builds for themselves .
because they want IT to exit, if I can. But I think why I don't know. Mean, maybe they could try. Do I mean, they have all the modular parts? Maybe they could just make a and held, but this is where three d printing bumps and and gets much more interesting to me. I just wonder if, like in ten years you're going to a have like A V you can pay and then they maybe even helped with A I they can just design the last top you actually want and put a other board in IT.
Yeah.
now I want that.
yeah. That definitely could be a thing in the future. I mean, assuming you have an AI .
optimized algorithm that two goes, how big you wanted to be? What mother board with CPU? And then in a battery, and then IT optimizes the space and prints the chancy to put everything in the small amount space. Now you've to worry about R N D. Like, yeah, you know, in any R N D, you don't know if what the way you optimize this is going to over here, but you could do IT.
Yeah the one thing, I never know what these things is, I mean, I assume me an plant, the three d printer resent or plastic is getting a lot Better equality now because that would be the that that would be the thing like you would not want you to feel like a cheap plastic yeah. But i'm sure somebody in the comment who owns a three d printer will come in and right about how great plastic is.
Now there's always deals on three printers in microsite bought a ee rides and he says, when will intendo announced the switch to when should we expect them to release IT IT just seems like nintendo. I was doing cyclist, like announcing an alarm clock. I saw that for one hundred dollars a music, extremely APP.
I had to look this up, not getting good reviews, and they even announced a long waited port for zenobi iconically or the switch. I don't know like the switch too was supposed to come out a year ago. I was short about IT is report reported on the news that we are talking about this other people said the same thing I believe was I guess who corrupted what I said is being true?
I don't know. I should launched by marchers something they're really dragon this one out. But I was trying to look up is how our switch sales according to video vg charts, I don't really ever use this anymore.
Two people still it's understand the PS five. So I mean, the sales are starting to slow. Finally, IT looks like to me finally, good lord. Although outselling though in shop on the according to vg charts, it's out selling the p four like five, p five, five to one. So a very different .
market in japan maybe.
Yeah, they just look at that and go, hey, we know even if IT watches a year or too late and is lower performance for the year, you know, I just lost everything for the year. Computer, what I have been. We just know that if IT what what really needs because incident time out is an in same launch line up the unfair and to be super polished because it's going to seven japan guys, this switch is outside to p five five .
one would have been would have been such a good holiday season for them.
Very, very good. Economy booming. People are stressed out that travels of portable council travels like all time highs this year. Really good here for as which .
do yeah I mean, I guess well, maybe see an announcement in january. I feel like it's a weird to announced the switch, but who knows .
who knows indeed. Well, one thing I do know is that we are done with this episode though and I want to thank you, dan, for joining me on IT. Um any final words one way, let me do. I always do you like twice, let me do the shelling.
And then so please remember to like the video share IT sharing helps a turn, by the way, especially if you share IT early with people and like, you know, especially when can we put up the shorts leadership, those clipsed that gets people to notice IT and go back to IT and viewers longer a longer life for the content um also make sure to described the wars law as that youtube channel and ring that bell button m um so you actually see the upcoming content also. Again, to subscribing does help the algorithm a lot IT does promote growth, does make IT easier for us to get more and more big guests. And then, you know, make sure try sports on patron as well.
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No, I don't think so.
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